Finley Financial LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Finley Financial LLC
CRD #131442
SEC #801-110657
CIK #
AUM $136.8 MM (100% Disc, 100% US, 2020-01-16)
Employees1 (100% Investors, 0% Brokers)
Phone503-474-3535
Address1709 NE 27th Street
Mcminnville, OR 97128
Source [IAPD] [Website]
Total AUM ($MM)
14011284562802002200820142021
Comparable Firms State AUM ($BB)
Portfolio Management LLC
TX 0.1
Vesta Wealth Management LLC
FL 0.1
Ledgewood Wealth Advisors LLC
NH 0.1
Sandra L White DBA Green/White Advisors
TX 0.1
Safe Harbor Capital Mgmt LLC
FL 0.1
Willis Investment Management Co
VA 0.1
Amicus Financial Advisors LLC
TX 0.1
Breton Financial Inc
NJ 0.1
Fluent Wealth Partners LLC
CA 0.1
Newday Solutions LLC
NH 0.1
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com